See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,363 | $74,888-95.5% | $71,209-95.3% | $142,382-97.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.17% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $746 | $2,854-73.9% | $2,721-72.6% | $4,299-82.7% |
| Participant deferral / active EE | $4,054 | $4,454-9.0% | $4,175-2.9% | $6,507-37.7% |
| Admin fee / account holder | $14,120 | $5,568+153.6% | $5,349+164.0% | $12,624+11.8% |